Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.6M | $15M | -3% | Dec 2025 |
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| AI Financial Services | 128k | $1.2M | 5% | Dec 2025 |
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| Envestnet Asset Management | 94k | $855k | -17% | Dec 2025 |
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| CLS Investments | 48k | $439k | -2% | Dec 2025 |
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| BridgePort Financial Solutions | 21k | $189k | -24% | Dec 2025 |
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| Jane Street | 15k | $134k | 17% | Dec 2025 |
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| LPL Financial | 14k | $126k | 100% | Dec 2025 |
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| Citadel Advisors | 12k | $113k | -13% | Sep 2025 |
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| Advisor Group Holdings | 8.2k | $75k | -5% | Dec 2025 |
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| Aptus Capital Advisors | 2.2k | $20k | -31% | Dec 2025 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 18k | $165k |
| Smart Portfolios | Sep 2025 | 13k | $126k |
| Insight Advisors, LLC/ PA | Sep 2025 | 13k | $122k |
| UBS Group | Sep 2025 | 3.7k | $35k |